Hi,
at our clients end we have an approval process. But
this is required before the PO is posted. we have
approval limits set by individuals ,by cost centres
and Company limit. Also there is a control on the type
of PO's (mainly by dimensions) that the users can view
and approve (for this i have used record level
security, again this was created and not the standard
axapta RLS). Since too much customisation was required
i had created a completely new form (similar to the PO
form) which was used for approval. when the PO is
created it gets a status of Requisition (new status
field with enum Requisition, approved, Purchase
order). Until the Status is changed to approved the
posting button remains disabled. when the status
becomes approved the PO can be posted, but until the
PO is posted the other posting buttons (delivery,
invoice) remains disabled.
This approval process was a complete new detailed
functionality required. It works fine. you can provide
a functionality similar to the above.
Remember that its not wise to make too many changes
on the standard forms (might affect during upgradation
to the new versions). But if there are limited
changes required then this could be done.
Hope this will help you in deciding the procedure for
approval process.
cheers,
Girish
--- Jim Jo <[EMAIL PROTECTED]> wrote:
> Hi Padmaja,
>
> Why cant you do this by security groups settings?
> You can allow only certain groups to post invoice.
> This is one way of doing this.
>
> Second method .. Needs a one min customizations
> effort.
>
> Change the default value of the check box to ::NO
> and disable for editing (Through a security group,
> so the admin or managers can edit the field). But
> still the user is allowed to post the invoice. These
> posted invoices are not considered for transaction
> until it is approved. The next level approval can be
> done from vendor - transactions. Again you can
> restrict this access also for certain user groups
> only. Only after the invoice is approved this is
> considered for open transactions and to close
> further .!
>
> I have done the first method in two sites and the
> latter with all other clients.
>
> Yep ... Anyways this was just to add your info's ..
> Try to do it with as much less possible
> customizations!
>
> How do you find this solutions :-). My clients are
> very happy with these two !! :-)
>
> laters,
>
>
>
>
>
>
>
>
>
> Padmaja Iyingar <[EMAIL PROTECTED]> wrote:
> Great Thank you. But, I will check with the client.
> If the requirement is simple, then I will try to
> customize it according to Vaibhav.
> regards,
> Padmaja
>
> Malcolm Burtt <[EMAIL PROTECTED]>
> wrote:
> Hi
>
> Some time back we implemented an approval mechanism
> for purchases. Approval limits were stored at the
> user group level. If a user is in multiple groups
> then they get the highest approval limit from their
> group memberships.
>
> We added "Approved by", "Approved date", "Approved
> amount" to the purchase order table.
>
> When a user attempts to post an "unapproved"
> purchase order it checks the value of the order. If
> this exceeds the current user's authorisation limit
> then the user cannot proceed to posting. If the
> value is below their limit then the order is
> automatically approved (i.e. the approved by,
> approved date and approved amount fields are set).
>
> A new "Approve" button was added to allow another
> user with a higher approval limit to approve an
> order so that it can be posted. The approve button
> just sets the approved by, approved date and
> approved amount.
>
> When a user attempts to post an order that is
> already approved, the system checks that the order
> value is still below the approval amount recorded
> when it was approved.
>
> I hope that gives you some ideas on what you could
> do for your client
>
> Regards
>
>
> Malcolm Burtt
> Global IT Group
> "Business Solutions designed for YOUR business
> processes"
> Global IT Group is the trading name of Touchstone
> Global Business Solutions Ltd. and is part of the
> Touchstone Group PLC.
>
> -----Original Message-----
> From: Padmaja Iyingar
> [mailto:[EMAIL PROTECTED]
> Sent: 15 November 2004 14:11
> To: [EMAIL PROTECTED];
> [EMAIL PROTECTED]
> Subject: [Axapta-Knowledge-Village] Urgent : Axapta
> Std functionality for Approving Invoices
>
>
> Hi,
>
> I need your help again.
>
> Axapta has the approval CheckBox on the posted
> invoice that is default to "Checked". i.e, Axapta
> wants me to post an invoice even if it not approved.
> its kind of strange for me. I didn't hear this type
> of functionality in any ERP. Is there any way, I can
> do some automating checking (i.e amount tolerance )
> and then approve if the tolerance < 1 % or unapprove
> by unchecking the checkbox if the tolerance>%1...
>
> or any other idea?. or what is your experience?.
>
> Thanks in advance,
> Padmaja
>
>
>
>
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